See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,849 | $71,883-1.4% | $86,677-18.3% | $68,494+3.4% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -15.15% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,066 | $2,173+133.2% | $2,836+78.6% | $2,596+95.1% |
| Participant deferral / active EE | $6,561 | $3,779+73.6% | $4,656+40.9% | $4,027+62.9% |
| Admin fee / account holder | $639 | $6,112-89.5% | $7,493-91.5% | $5,403-88.2% |